Workflow · Certificates

Certificates. Doux it.

Certificate of insurance requests caught, checked against the policy and issued in minutes. COI automation for independent insurance agencies.

Without Doux

The general contractor needs a COI by noon. Your CSR is on the phone. The job site waits. The client calls your cell.

With Doux

Request in. Coverage checked against the policy. Holder and additional insured added. Certificate out. Minutes. Not days.

How it runs.

  1. Catches the request. Email, text, or portal.
  2. Checks the policy is active and the limits meet the requirement.
  3. Builds the certificate. Right holder. Right additional insured wording.
  4. Non-standard wording? One card to you. One tap.
  5. Sends it, files it, logs it on the client record.

What it touches.

ACORD 25Additional insured requestsHolder listsAgency management system

More workflows.